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Edelweiss Wealth Manager Interview Questions and Answers

Updated 25 Sep 2023

Edelweiss Wealth Manager Interview Experiences

4 interviews found

Wealth Manager Interview Questions & Answers

user image Abdul Sohail

posted on 25 Sep 2023

Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Approached by Company and was interviewed in Mar 2023. There were 2 interview rounds.

Round 1 - Resume Shortlist 
Pro Tip by AmbitionBox:
Keep your resume crisp and to the point. A recruiter looks at your resume for an average of 6 seconds, make sure to leave the best impression.
View all tips
Round 2 - Behavioral 

(2 Questions)

  • Q1. 1. Equity markets 2. Advisory
  • Q2. Be confident and answer all the questions

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident in all the rounds
Round 1 - Group Discussion 

Simple topics

Round 2 - Technical 

(2 Questions)

  • Q1. Based on resume and
  • Q2. What is insurance What is bonds Family background
  • Ans. 

    Insurance is a contract between an individual and an insurance company, providing financial protection against potential losses.

    • Insurance is a risk management tool that helps individuals and businesses protect themselves against potential financial losses.

    • It involves paying a premium to an insurance company in exchange for coverage against specific risks.

    • Insurance policies can cover various aspects such as health, prop...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Speak confidence communication is also important

Wealth Manager Interview Questions Asked at Other Companies

Q1. What is wealth? How will you source business in new place or metr ... read more
Q2. Total size of current Portfolio and experience with various wealt ... read more
asked in Edelweiss
Q3. What is insurance What is bonds Family background
Q4. What is SIP ,Mutual fund .insurance .
Q5. What has been your experience with the profit and loss of your pe ... read more

I applied via Campus Placement and was interviewed in Feb 2022. There was 1 interview round.

Round 1 - One-on-one 

(1 Question)

  • Q1. Tell me something about you

Interview Preparation Tips

Interview preparation tips for other job seekers - Be confident and genuine to yourself ... Be ready for accepting the rewards and rejections... Always remind that ...some thing good in everything that has happend...

Wealth Manager Interview Questions & Answers

user image R.E.SARAVANAN

posted on 23 Dec 2021

Interview Questionnaire 

1 Question

  • Q1. Experience of handling financial products
  • Ans. 

    I have extensive experience in handling a wide range of financial products, including stocks, bonds, mutual funds, and derivatives.

    • Managed a diverse portfolio of stocks and bonds for high net worth clients

    • Developed and implemented investment strategies for mutual funds

    • Traded options and futures contracts to hedge risk and generate alpha

    • Conducted thorough research and analysis to identify attractive investment opportuni...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - You should talk about

Edelweiss interview questions for designations

 Relationship Manager

 (5)

 Credit Manager

 (5)

 Preferred Relationship Manager

 (2)

 Credit Processing Associate

 (1)

 Manager

 (2)

 Assistant Manager

 (3)

 Senior Manager

 (2)

 Area Sales Manager

 (1)

Wealth Manager Jobs at Edelweiss

View all

Interview questions from similar companies

Interview experience
5
Excellent
Difficulty level
-
Process Duration
-
Result
-
Round 1 - Technical 

(4 Questions)

  • Q1. Taxation related
  • Q2. Life insurance question
  • Q3. Health insurance question
  • Q4. Past work and experience
Interview experience
4
Good
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Campus Placement

Round 1 - One-on-one 

(1 Question)

  • Q1. Preferred location Expertise in handling sales
  • Ans. 

    I prefer to work in a location with a strong sales market and potential for growth.

    • Prefer location with high demand for sales professionals

    • Seek opportunities in areas with growing industries

    • Consider cities with established sales networks, such as New York or San Francisco

  • Answered by AI
Interview experience
4
Good
Difficulty level
Easy
Process Duration
Less than 2 weeks
Result
Selected Selected

I was interviewed before Feb 2024.

Round 1 - HR 

(3 Questions)

  • Q1. Can you tell me about yourself?
  • Q2. How many years of experience do you have in the stock market?
  • Q3. What has been your experience with the profit and loss of your personal trading account?
Round 2 - Behavioral 

(3 Questions)

  • Q1. Can you provide some information about yourself?
  • Q2. What has been your experience with the stock market?
  • Q3. What trading strategies do you employ?
Round 3 - Behavioral 

(4 Questions)

  • Q1. Can you tell me about yourself?
  • Q2. What is the difference between a straddle and a strangle in options trading?
  • Q3. What is the margin required for trading Nifty futures?
  • Q4. What is your experience in the market?
Round 4 - Regional Head 

(2 Questions)

  • Q1. Can you tell me about yourself?
  • Q2. What value do you believe you can add to our company?

Interview Preparation Tips

Interview preparation tips for other job seekers - Do not join unless you are prepared to handle intense pressure; the interviews are straightforward and easy.
Interview experience
3
Average
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Company Website and was interviewed in May 2024. There were 2 interview rounds.

Round 1 - Aptitude Test 

A very simple test to test our aptitude skills

Round 2 - One-on-one 

(1 Question)

  • Q1. Tell about the Indian ecoy
  • Ans. 

    The Indian economy is one of the fastest growing economies in the world, driven by diverse sectors such as agriculture, manufacturing, services, and technology.

    • India is the 5th largest economy in the world by nominal GDP.

    • The economy is driven by sectors such as IT, pharmaceuticals, agriculture, and textiles.

    • India is known for its large consumer market and growing middle class.

    • The government has implemented various econ...

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Learn about the current affairs

Interview Questionnaire 

2 Questions

  • Q1. WHATS IS YOUR BOOK MAKE UP
  • Q2. IT REQUIRES NOS OF CLIENT , AUM HANDLED BY YOU , EQUITY AND NON EQUITY AUM ETC
Interview experience
2
Poor
Difficulty level
Moderate
Process Duration
Less than 2 weeks
Result
Selected Selected

I applied via Naukri.com and was interviewed before Sep 2023. There was 1 interview round.

Round 1 - Face to face interview 

(2 Questions)

  • Q1. How many clients you can shift from your current location?
  • Ans. 

    The number of clients that can be shifted depends on various factors such as client loyalty, distance, and ease of transition.

    • Consider the loyalty of your clients - long-term clients may be less likely to shift

    • Evaluate the distance between your current location and potential new locations

    • Assess the ease of transition for clients - factors such as convenience and service quality may impact their decision

    • Offer incentives...

  • Answered by AI
  • Q2. What is your present AUM size
  • Ans. 

    Our present AUM size is $500 million.

    • Our current AUM size is $500 million

    • We have successfully managed assets worth $500 million

    • Our AUM has reached $500 million

  • Answered by AI

Interview Preparation Tips

Interview preparation tips for other job seekers - Don't join to ruin your career because the internal politics is the WORST and no one would ever come to help you while you seek it the most.

Edelweiss Interview FAQs

How many rounds are there in Edelweiss Wealth Manager interview?
Edelweiss interview process usually has 1-2 rounds. The most common rounds in the Edelweiss interview process are Group Discussion, Technical and One-on-one Round.
How to prepare for Edelweiss Wealth Manager interview?
Go through your CV in detail and study all the technologies mentioned in your CV. Prepare at least two technologies or languages in depth if you are appearing for a technical interview at Edelweiss. The most common topics and skills that interviewers at Edelweiss expect are Wealth Management, Mutual Funds, Finance, Portfolio Management and hni.
What are the top questions asked in Edelweiss Wealth Manager interview?

Some of the top questions asked at the Edelweiss Wealth Manager interview -

  1. What is insurance What is bonds Family backgro...read more
  2. Experience of handling financial produc...read more
  3. Be confident and answer all the questi...read more

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Edelweiss Wealth Manager Interview Process

based on 1 interview

Interview experience

4
  
Good
View more
Edelweiss Wealth Manager Salary
based on 133 salaries
₹2.5 L/yr - ₹8.9 L/yr
24% less than the average Wealth Manager Salary in India
View more details

Edelweiss Wealth Manager Reviews and Ratings

based on 14 reviews

2.9/5

Rating in categories

3.1

Skill development

2.8

Work-life balance

2.9

Salary

2.7

Job security

2.8

Company culture

2.7

Promotions

2.4

Work satisfaction

Explore 14 Reviews and Ratings
Wealth Manager - Mumbai / Hyderabad / Pune

Hyderabad / Secunderabad,

Pune

+1

3-8 Yrs

₹ 4.65-8 LPA

Wealth Manager || B2B

Pune,

Jaipur

+1

2-7 Yrs

₹ 8-12 LPA

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